Demo

Sales Manager / Head of Sales

Methodic
San Francisco, CA Full Time
POSTED ON 8/21/2026
AVAILABLE BEFORE 9/18/2026
Open role

Sales Manager / Head of Sales

San Francisco, CA (On-site)

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As the Sales Manager (Head of Sales) at Methodic, you will lead our efforts to acquire new customers and grow revenue. In our early-stage environment, this means crafting the sales strategy, executing on it, and eventually building a team as we scale. Our product has a self-service element (clients can sign up online for standard plans), so you will particularly focus on engaging those customers who need custom solutions, volume pricing, or a bit more hand-holding to close. You’ll be instrumental in expanding Methodic’s reach, whether with startups launching financial products or established companies looking to modernize their systems.

Responsibilities

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Develop and implement a sales strategy that targets our ideal customers (e.g., fintech startups, financial institutions launching new digital offerings, companies looking to embed financial services) and sets out a clear approach for outreach, follow-up, and closing deals.

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Manage the full sales cycle for key opportunities – from prospecting (identifying leads via networking, industry events, inbound inquiries, etc.) to pitching Methodic’s value proposition, addressing objections, and negotiating contracts to closure.

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Work closely with the marketing team to cultivate a healthy pipeline of leads. Provide feedback on the quality of leads from different sources and collaborate on initiatives to improve lead generation (campaigns, content, events).

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Establish relationships with potential strategic partners or referral sources (e.g., venture accelerators, consultants in fintech) that can funnel opportunities to Methodic.

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For larger enterprise prospects, coordinate with the Technical Sales Engineer and potentially the CEO or CTO to ensure we handle all technical and executive-level discussions effectively.

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Meet and exceed sales targets (revenue, number of new accounts, etc.), and provide regular forecasting and reporting on sales performance to the executive team.

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As we grow, recruit, train, and mentor a team of sales representatives or account executives. Set up sales processes and CRM practices to help the team operate efficiently and consistently.

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Stay on top of market trends and competitor moves to refine our sales messaging and identify new opportunities for growth or differentiation.

Requirements

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7 years of experience in B2B software sales, with a track record of closing deals and hitting targets; experience selling SaaS solutions, especially in the fintech or financial software space, is a major plus.

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Exceptional communication and negotiation skills, with the ability to pitch complex technical solutions in terms of business value and ROI.

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Self-driven and entrepreneurial – capable of building a sales function from scratch, which includes strategy, process, and rolling up your sleeves to do hands-on selling.

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Strong network or networking skills in the fintech/startup ecosystem, enabling you to find leads and open doors that aren't obvious.

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Ability to handle long sales cycles typical of enterprise deals, as well as quicker SMB signups; you know how to tailor your approach to different client sizes and types.

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Experience in drafting and negotiating contracts (working with legal as needed) for software services.

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Leadership qualities – even if you’re a one-person team initially, you should demonstrate ownership, inspire confidence, and be ready to mentor junior salespeople in the future.

Submit your application

Provide a few details and our hiring team will reach out with next steps.

[data-slot=checkbox-group]]:gap-3 has-[>[data-slot=radio-group]]:gap-3 gap-5"> Candidate details

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  • ]:w-full [&>.sr-only]:w-auto"> [data-slot=field]]:w-full has-[>[data-slot=field]]:flex-col has-[>[data-slot=field]]:rounded-md has-[>[data-slot=field]]:border [&>[data-slot=field]]:p-4 has-data-[state=checked]:bg-primary/5 has-data-[state=checked]:border-primary dark:has-data-[state=checked]:bg-primary/10" data-slot="field-label" for="notes">Notes
  • ]:w-full [&>.sr-only]:w-auto"> [data-slot=field]]:w-full has-[>[data-slot=field]]:flex-col has-[>[data-slot=field]]:rounded-md has-[>[data-slot=field]]:border [&>[data-slot=field]]:p-4 has-data-[state=checked]:bg-primary/5 has-data-[state=checked]:border-primary dark:has-data-[state=checked]:bg-primary/10" data-slot="field-label" for="resume">Resume (PDF)

a:hover]:text-primary [&>a]:underline [&>a]:underline-offset-4">Optional, max 5MB.

  • ]:w-full [&>.sr-only]:w-auto sr-only" aria-hidden="true"> [data-slot=field]]:w-full has-[>[data-slot=field]]:flex-col has-[>[data-slot=field]]:rounded-md has-[>[data-slot=field]]:border [&>[data-slot=field]]:p-4 has-data-[state=checked]:bg-primary/5 has-data-[state=checked]:border-primary dark:has-data-[state=checked]:bg-primary/10" data-slot="field-label" for="contact_reference">Leave this field empty
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a:hover]:text-primary [&>a]:underline [&>a]:underline-offset-4 md:ml-3 md:text-left">We email a confirmation to the hiring team.

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